Wealth Training

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[Audio] Emirates NBD New Mobile App - Wealth. Picture Placeholder 1.

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[Audio] ENBD X Key Highlights Wealth Products Key Highlights New to Wealth onboarding Global Equities Trading Access to the Relationship Manager (customer relationship platform).

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[Audio] Enhanced user experience and improved usability Enhanced performance & less steps (login and transactions are much faster and transaction flows are shorter) Simplified navigation > Menu options are found at the bottom of the screen now where Home, Transfer & Pay, Service and Explore options can be accessed New "Explore" section where campaigns, deals, promotions and Emirates NBD product portfolio will be displayed which can be found at the bottom navigation bar New "Service" section, accessible from the bottom navigation bar, where customer can access their existing active requests, initiate new request/service from bank, search and discover available services offered New STP Products: Investment Portfolio/Account opening, online Global Equities Trading, Credit Card application Access to RM.

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Wealth Highlights. New Dashboard - View all Investment Portfolio(s) in one single Dashboard Trade your self – Open new investment portfolio and start trading with Global Equities online RM Connect – connect directly with the relationship manager.

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Non Discretionary Portfolio Overview. Graphical user interface Description automatically generated.

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New Wealth Onboarding. Start investing in 5 simple steps Tell us about Get Vour portfolio created TOD. up investment funds for global equities Start mesting.

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New Wealth Onboarding. Next – Answer the CIP questions (Product Knowledge, Experience, Investment Amount).

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New Wealth Onboarding – CIP. E DuCAT WORK What's your education level? o o Less QuaEfications related to fin—trial Have you work in financial sector for at least two years in a professional position (in the field of Wealth Office). which requires knowledge Of transactions services? No. I hawn•t Yes. I.

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Next , customer will receive a push notification and a confirmation screen with the portfolio details and the investment accounts (AED & USD).

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Add Funds to Investment Account. 9:41 FROM Amoun t ALLOCATE Current AEOocc o.:oceoaoæ "25003 AEO USO Investment ACCCwnt USOOOO USO to 3.67300 Slatw CHANGE CHANGE 1.00 AEO.

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[Audio] Client would need to fill up the W8BEN before start trading with Global Equities if this step was skipped before.

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W8BEN. Part 2 Claim of Tax Treaty ærefits. Part 3 Certificaton.

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At first, minimum amount to transfer to the Global Equities is 100 USD, then later it’s 1 USD.

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Express Global Equities Account Top Up. Graphical user interface, application Description automatically generated.

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Global Equities Trading. Graphical user interface application Description automatically generated.

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Global Equities Trading. Global Equities Portfolio Back to Wealth Markets Overview Orders Transactions Cash Performance 44450/100332 Corporate actions Cash (USD) 13.00 Currency USD Hide allocation Q Instrument search 1 day return (USD) O 1 (8.33%) Group by: Account value (USD) 13.00 Cash Account 44450/100332 Product O Product v Value 13.00 13.00 USD.

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Global Equities Trading. Global Equities Portfolio Markets > North America Back to Weal Markets Europe Asia-Pacific Q Instrument search Morningstar IJS Market Index Morningstar US Large Cap Index Chart Intraday 1M 3M 6M IY 3Y 5Y YTD Morningstar US Small Cap Index All time (D Data is not available or subscribed to for this instrument Best performers Instrument Alibaba Group Holdi... NVidia Corp. t' Pinduoduo Inc. Ping An Insurance G... AIA Group Ltd Worst performers Instrument Ø T-Mobile US Inc. 6.61% 6.51% 6.16% 5.42% 5.28% -3.35% View index See All Last traded 94.17 171.69 91.11 6.6100 43.4400 Last traded 143.81.

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Global Equities Trading. Global Equities Portfolio Markets Markets > Tesla Inc. 173.44 -0.60 / -0.34% 5:15:11 AM 52 week range 166.19 | symb01 TSLA:xnas Back to Wealth Q Instrument search 402.67 • ISIN Currency USD o Position Value Result O NASDAQ .aosed Overview Chart Intraday Fundamentals Analysis Price 1M 3M 6M IY 3Y YTD All time Advanced chart 35000 300,00 25000 20000 Wednesday, October 5, 2022 TSLA:xnas.

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Global Equities Trading. Global Equities Portfolio Markets Tesla Inc. 52 week range 166.19 | symb01 TSLA:xnas Back to Wealth Markets 402.67 • ISIN US88160R1014 • Q Instrument search Trade Ticket 173.44 -0.60 / -0.34% A Tesla Inc. TSLA.•xnas USD Last traded 173.44 USD Bid 173.42 NASDAQ Type Shares (t) Duration cost 173.47 Currency % change -0.34% Closed o Position Value Result O NASDAQ .aosevd Overview Fundamentals Analysis Chart Intraday Buy Market Day Order O USD O USD 13.00 USD DJ Price 1M 3M 6M Nominal value Cash available O VA Advanced chart 35000 30000 25000 20000.

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Trading Notifications. Corporate Actions @ inf. Order Status Notifications Client will receive a push notification from ENBD app when he buys/sells position The following order status will be considered to send the notifications: Order fill (partial fill), Order Final fill and Rejected Example: Your order to buy AAPL:xnas is partial filled: 25 @ 141.78 USD Your order to buy AAPL:xnas is executed: 150 @ 142.45 USD Your order to buy AAPL:xnas was rejected Corporate Actions Notifications When the customer is eligible for a corporate action (right issues, optional dividend, or other) will receive a push notification and an email to tell him that there is a corporate action awaiting for his response and he has to login to the app to action Emails will be triggered from OnlineBanking@emiratesnbd.com The subject of the email will display 'Urgent Action Required' if the deadline and the sent date is less than 2 days.

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Global Equities Withdrawal. 9:41 FROM WITHDRAW Global equities - USD 10 '22112222 000 USD USD Investment Account 5.00000 usD Amou nt 0.00 CHANGE.

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Portfolio Closure. MY DIRECT PORTFOLIO DXB520750940501 INDICATIVE PORTFOLIO VALUE 138 .23 USD Updated on February 02 2023 OVERVIEW Status Start date Close portfolio - 10:53 DETAILS • Active 29 January 2023.

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Portfolio Closure. Client will be able to submit portfolio closure request only if no balance is available in the portfolio. Customer needs to move any funds in 076 account, Global Equities, need to make sure that he sold all his positions.

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Questions. RM CONNECT. Graphical user interface, application Description automatically generated.

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RM Connect. Customer can interact with the RM through online/mobile banking, via Chat.

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Every user who uses the RM Connect needs to raise an IAM request to be added in the AD group Mobile application will be available in RM’s phones and in ENBD IPAD to communicate with customer.

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RM Connect. e ) Emirates NBD Home Your Team Rahul Kumar Relationship Manager o Pay & transfer Rahul Kumar Setti ngs Log out 12:15 AM GOOD WORK TEAM. 12:16 AM AMAZING 12:19 AM Welcome to Digital Wealth Tribe 345 PM is Meine md will review as Send message,_, (Shift Enter to insert a line).

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O Siebel Financial Services -5 C A Not secure I Managed bækmarks CRP Platform - Agil„ Integ - JIRA CRP- Confluence JIRA- Wealth REMEDY IAM EMPOWER Clarity WW Cost Report - Smart IT Universal__ Apps App Center o 1050 AM 12,'9/2022 x ) Emirates NBD p Type here to search CRM Cockpit Application Lc:Ün with your Wndovvs NT Username and Password User ID Password LOGIN.

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How to login in RM Connect?. New label available in CRM.

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How to login in RM Connect?.

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RM login to CRP Platform.

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RM Connect Entry points for Mobile App. 4:01 a NON-DISCRETIONARY PORTFOLIO John SmithMoxo Relationship Manager RM CONNECT JS Reach out to your Relationship Manager for any needed support. 7 MORE MESSAGES Emirates NBD Bank (PJSC) is licensed bv the Securities 8. Commodities Authority and subject to regulation. supervision and control of the Authority Head Office: Baniyas Road. De,ra. pogax 777. Dubai. ALLOCATE FUNDS Home Wealth Transfer & o Explore.

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u Emüates NO Not secure I httpsy/onlir*banking-uat.clouduat.emiratesnbdcomfdashboard n n ENBD Finacle wealth u Emirates NBD El FINACLE .06 AED 40 o e Log out 1/62023 x wealth UAT.EI ) Emirates No One Nine Zero Cards o Pay & transfer o Wealth Home Overview Overview Accounts Discover Transactions 33,805 Privacy mode January Type here to search Total balance from your 1 8 Accounts Current ( 1 5) • Savings .xcount (3) RM Connect Reach out to your Relationship Manager for any needed support..

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RM connect entry points for Online : Wealth Tab. RM Connect Entry points for Mobile WEB (2).

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RM connect entry points for Online : In Each Non – Discretionary Portfolio of Wealth tab.